Pacific Capital Wealth Advisors’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-167	Closed	-$5.16K	–	480
2024 Q3	$5.16K	Hold	167	–	–	﹤0.01%	345
2024 Q2	$4.93K	Hold	167	–	–	﹤0.01%	385
2024 Q1	$5.13K	Buy	+167	New	+$5.13K	﹤0.01%	309